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Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,695 | $91,167-97.0% | $178,498-98.5% | $79,858-96.6% |
| Participation rate | 80.0% | 69.2%+10.8pp | 81.9%-1.9pp | 69.6%+10.4pp |
| Annual return | 14.81% | 24.19%-9.4pp | 151.09%-136.3pp | 31.72%-16.9pp |
| Employer contribution / active EE | $311 | $3,255-90.4% | $5,011-93.8% | $2,471-87.4% |
| Participant deferral / active EE | $888 | $3,236-72.6% | $5,202-82.9% | $3,740-76.3% |
| Admin fee / account holder | $199 | $6,747-97.0% | $13,985-98.6% | $5,306-96.2% |